That said, SpaceX (via Destiny Tech100 Inc) $Destiny Tech100 Inc(DXYZ)$ is incredibly compelling. Starlink is already a strong cash engine, and its dominance in launch + connectivity is hard to replicate. But for me, the risk is valuation—by IPO, much of the upside could already be priced in.
So my approach is simple: allocate to AI infrastructure now, keep optionality for space later. If SpaceX lists at a better entry, I’ll revisit—but today, I prefer the scarcity and pricing power of memory. In this cycle, I’m prioritizing certainty of demand over blue-sky potential.
@Meme_Tiger @TigerStars @Tiger_comments @TigerClub @Tiger_chat
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